Mergers and Acquisitions

360 topics in this forum

  1. merger of SH plan after the 3% is removed?

    By WCC,
    • 2 replies
    • 118 views

  2. 410(b)(6) Transition Rule question

    By RatherBeGolfing,
    • 2 replies
    • 112 views

  3. HCE after merger

    By Nancy D,
    • 3 replies
    • 208 views

  4. Tx bonus paid by Seller in carve-out

    By cbassociate2017,   
    • 3 replies
    • 69 views

  5. Asset acquisition where employees leased for a short period

    By R. Butler,
    • 4 replies
    • 193 views

  6. B/R/F issue?

    By RatherBeGolfing,
    • 2 replies
    • 170 views

  7. Seller Side Due Diligence (Fiduciary Concerns)

    By Rafael,
    • 0 replies
    • 92 views

  8. Protection of optional forms of benefits; rights and features

    By Mel_1999,
    • 2 replies
    • 351 views

  9. Merger- Approval Request for Change in Funding Method

    By mefrancis1729,   
    • 0 replies
    • 145 views

  10. Employer Contribution after Merger

    By Rai401k,
    • 0 replies
    • 125 views

  11. Merging VS Plan into a MEP mid-year

    By jgoodwin,   
    • 6 replies
    • 369 views

  12. Effect of Plan Merger on Beneficiary Designations

    By Tot,
    • 4 replies
    • 341 views

  13. Merging 401k plans with no acquisition or sale

    By jkharvey,
    • 2 replies
    • 382 views

  14. Merger and Top Heavy

    By roundlou,
    • 3 replies
    • 307 views

  15. Merging SH Plan with Non SH Plan

    By TPA Bob,   
    • 4 replies
    • 480 views

  16. Asset Purchase vs. practice sale

    By mjf06241972,   
    • 1 reply
    • 310 views

  17. Pre-acquisition Service

    By BTG,
    • 2 replies
    • 450 views

  18. M&A Stock Transaction - Termination of Target Plan

    By ErisaGooroo,
    • 3 replies
    • 1,176 views

  19. Merger of top-heavy and non top-heavy plan

    By John Feldt ERPA CPC QPA,   
    • 2 replies
    • 364 views

  20. Vesting Schedules for Merged Plans

    By leesuh12,
    • 4 replies
    • 740 views

  21. Stock transaction (sale?)

    By Scuba 401,
    • 14 replies
    • 671 views

  22. Physician Splits into Two Groups, 401(k) Plan

    By TPA Bob,   
    • 5 replies
    • 408 views

  23. 401k Plan Termination Date in Acquisition

    By kmhaab,
    • 1 reply
    • 704 views

  24. Merger with SIMPLE and 401(k) plans

    By K2retire,
    • 4 replies
    • 2,188 views

  25. SH plan merging into non-SH plan mid-year

    By Belgarath,
    • 6 replies
    • 894 views